Analysts Question Whether Lululemon Cut its Guidance Enough -- Market Talk

Dow Jones

Jun 05

After Lululemon Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. "The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines," they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

June 05, 2026 11:40 ET (15:40 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.etasphere.com/news/2641014923"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2641014923\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2641014923?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-05 23:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2641014923","market":"us","top_or_hot":-1,"title":"Analysts Question Whether Lululemon Cut its Guidance Enough -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  After <a href=\"https://laohu8.com/S/LULU\">Lululemon</a> Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. \"The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines,\" they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. (kelly.cloonan@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 05, 2026 11:40 ET (15:40 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analysts Question Whether Lululemon Cut its Guidance Enough -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnalysts Question Whether Lululemon Cut its Guidance Enough -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-05 23:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  After <a href=\"https://laohu8.com/S/LULU\">Lululemon</a> Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. \"The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines,\" they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. (kelly.cloonan@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 05, 2026 11:40 ET (15:40 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2641014923","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2641014923","pubTimestamp":1780674000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"After Lululemon Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. \"The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines,\" they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4202":"服装、服饰与奢侈品","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4504":"桥水持仓","LULG":"2倍做多LULU ETF-Leverage Shares","LULU":"lululemon athletica","BK4588":"碎股"},"translate_title":"分析师质疑Lululemon下调指引是否足够——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LULG":0.6,"LULU":1.96},"content_text":"After Lululemon Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. \"The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines,\" they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. (kelly.cloonan@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 05, 2026 11:40 ET (15:40 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}